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Sumitomo Mitsui Financial Grp shares owned by Moran Wealth Management

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Moran Wealth Management from 13F filings

Historical chart of Moran Wealth Management investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Moran Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Moran Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 333k 12.63
2024-06-30 $6.1M 451k 13.41
2024-03-31 $6.2M 528k 11.77
2023-12-31 $5.1M 527k 9.68

More positions owned by Moran Wealth Management

Trane Technologies SHS (TT)
Lockheed Martin Corporation (LMT)
Parker-Hannifin Corporation (PH)
Novo-nordisk A S Adr (NVO)
JPMorgan Chase & Co. (JPM)
Williams-Sonoma (WSM)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Cadence Design Systems (CDNS)
Garmin SHS (GRMN)
Ameriprise Financial (AMP)
Pulte (PHM)
EOG Resources (EOG)
Linde SHS (LIN)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Moran Wealth Management

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
BlackRock
BlackRock
Citadel Advisors
Wells Fargo & Company
Dimensional Fund Advisors
Northern Trust
Arrowstreet Capital, Limited Partnership
Envestnet Asset Management
Bank of America Corporation
Renaissance Technologies
Cowen And Company
American Century Companies
Jpmorgan Chase & Co

View all funds holding Sumitomo Mitsui Financial Grp